TW
IYH icon

TrinityPoint Wealth’s iShares US Healthcare ETF IYH Stock Holding History

TrinityPoint Wealth’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,165
Closed -$250K – 317
2021
Q4 		$250K Buy
4,165
+500
+14% +$28.6K 0.04% 272
2021
Q3 		$202K Buy
+3,665
New +$210K 0.04% 294

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TrinityPoint Wealth's IYH Position: Q1 2022 in Review

TrinityPoint Wealth sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 4,165 shares — an estimated $250K sold.

TrinityPoint Wealth first reported a position in IYH in Q3 2021 and held it in 2 quarters. The position peaked at $250K in Q4 2021. 423 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

  • TrinityPoint Wealth reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 4,165 iShares US Healthcare ETF shares in Q1 2022, an estimated $250K.
  • TrinityPoint Wealth first reported a position in iShares US Healthcare ETF in Q3 2021 and held it in 2 quarters.
  • TrinityPoint Wealth's iShares US Healthcare ETF position peaked at $250K in Q4 2021.
  • 423 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on TrinityPoint Wealth's 13F filing for Q1 2022, filed 13 May 2022.